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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: Ed Ajootian who wrote (19356)3/1/2003 9:36:46 AM
From: quehubo  Read Replies (1) of 206305
 
I dont think this fella has fully thought through his argument. I spent another couple of hours working on the NG storage model and see beyond any doubt massive demand destruction and a massive drilling effort are required from here just to enter next Winter with about 2,500 bcf and only 1-2% less production than we entered the year with.

(TRA) is a dead stock walking, (staggering) and these other industries that cant survive with $5-8 NG over the next year or two are toast. I did not realize NG was cheaper at night? What the hell is he talking about, industries switching to night ops?

NG is for home & commercial heating and power generation. These consumers will price all the others out who cant pay.

I will be posting my model on Oilviews later showing the fill season with some variables for production and demand destruction. I suggest any one who has big investments in NG stocks to do their own math. I sleep very well having analyzed it myself and not listening to some of the idiotic comments by bears.
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